Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.13%
Stock 0.01%
Bond 98.35%
Convertible 0.00%
Preferred 0.11%
Other -0.61%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 13.93%
Corporate 75.27%
Securitized 6.63%
Municipal 0.19%
Other 3.97%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 98.44%    % Emerging Markets: 4.87%    % Unidentified Markets: -3.31%

Americas 86.37%
82.73%
Canada 1.89%
United States 80.84%
3.64%
Argentina 0.11%
Brazil 0.63%
Mexico 0.73%
Peru 0.77%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.42%
United Kingdom 4.49%
5.97%
Austria 0.28%
Belgium 0.06%
Denmark 0.07%
France 0.81%
Germany 0.22%
Ireland 0.76%
Italy 0.60%
Netherlands 0.80%
Norway 0.41%
Spain 0.59%
Sweden 0.00%
Switzerland 1.13%
0.56%
Czech Republic 0.12%
Poland 0.05%
Russia 0.04%
2.40%
Israel 0.38%
Qatar 0.01%
Saudi Arabia 0.86%
South Africa 0.97%
United Arab Emirates 0.18%
Greater Asia 3.51%
Japan 2.35%
0.85%
Australia 0.85%
0.10%
Hong Kong 0.02%
Singapore 0.09%
0.20%
China 0.03%
India 0.17%
Unidentified Region -3.31%

Bond Credit Quality Exposure

AAA 3.72%
AA 10.20%
A 23.26%
BBB 49.98%
BB 5.55%
B 0.81%
Below B 1.34%
    CCC 1.22%
    CC 0.04%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.08%
Not Rated 0.46%
Not Available 4.68%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.92%
Less than 1 Year
4.92%
Intermediate
69.12%
1 to 3 Years
11.17%
3 to 5 Years
18.31%
5 to 10 Years
39.63%
Long Term
22.64%
10 to 20 Years
9.60%
20 to 30 Years
8.66%
Over 30 Years
4.38%
Other
3.33%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial